Veteran financial services industry journalist Brian Anderson joined 401(k) Specialist as Managing Editor in January 2019. He has led editorial content for a variety of well-known properties including Insurance Forums, Life Insurance Selling, National Underwriter Life & Health, and Senior Market Advisor. He has always maintained a focus on providing readers with timely, useful information intended to help them build their business.
New Deal Brings Chatbots to 401(k) Plan Participants
AI Retirement Chatbot helps Faircourt clients get 24/7 answers on retirement saving, plan terms, and financial goals.
Study by Finke, Pfau Shows Annuities Improve Retirement Outcomes
Annuities still have an image problem, but new research including 10,000 simulations show income annuities really do improve…
Shock (Not)! Retirees Have Negative Outlook Toward Bitcoin
A new survey of 1,000 American retirees revealed that the vast majority either don’t know what Bitcoin is,…
Weekend Wackiness: Lottery Retirement Plans, Dave Ramsey Fanatics and More
Time for some more Friday 401(k) Fun with another roundup of the absurd and offbeat, courtesy of a…
Ariana Grande’s ‘7 Rings’ Means ‘Ka-Ching’ for Michigan Retirement Pensioners
Is there a lesson for 401k investment menus? It’s not often you can put “Ariana Grande” and “pension…
401kTech: Alexa Skills and ‘Personalized Retirement Accounts’ for Plan Participants
As a “head’s up” for 401k advisors looking to keep up with the latest technology intended to make…
N.J. Proposes ‘Tougher than Reg BI’ Fiduciary Standard
Proposed New Jersey rule would establish a uniform fiduciary standard requiring broker-dealers and investment advisors to put investors' interests first.
Follow Me: Clients Cool with Advisor Social Media Connections
More evidence that engaging with clients on social media is a good way to foster the advisor-client relationship…
How 401k Advisors Can Step Up Their HSA Game
Health Savings Accounts grew to an estimated $51.4 billion in assets across more than 23 million accounts halfway…
Most Advisors Gaining Clients with Social Media
More than nine in 10 advisors who use social media for business say it has helped them gain new clients, according to latest Putnam Social Advisor Survey.More than nine in 10 advisors who use social media for business say it has helped them gain new clients, according to latest Putnam Social Advisor Survey.